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Create Task Type

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Written by Team Arbox
Updated over 3 years ago

  1. Click on Settings in the sidebar and go to "Business Settings"

  2. Scroll down to Task Types and Click on " Add New Task Type" on the right side of the screen
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  3. Create a name for the task type (up to 30 characters).
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  4. Some examples of task types:

  1. Renew membership

  2. Sales call

  3. Send monthly newsletter

  4. Update class schedule

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